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Jackson Thornton Wealth Management’s Burlington BURL Stock Holding History

Jackson Thornton Wealth Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Sell
1,106
-126
-10% -$40.6K 0.03% 240
2026
Q1 		$411K Buy
+1,232
New +$377K 0.04% 132

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Thornton Wealth Management's BURL Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Burlington (BURL) stake by 10% in Q2 2026, selling an estimated $40.6K and leaving 1,106 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #240.

Jackson Thornton Wealth Management first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $411K in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,106 shares of Burlington worth $350K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 126 Burlington shares in Q2 2026, an estimated $40.6K.
  • Burlington made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Jackson Thornton Wealth Management first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Burlington position peaked at $411K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.